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18 ordspråk av Cai Von Rumohr

Cai Von Rumohr

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The union feels that business is better for Boeing and that the union has more leverage.

They're going to get good points for that. But I think the issue is that Harry had done enough good things in terms of commercial (aircraft) marketing and cash redeployment that it will be difficult to maintain that momentum in this transitional period.

Does this mean that Boeing will lose business to Airbus? If the strike does not last more than three months, that would be unlikely.

Commercial and defense companies are apt to deliver very solid results again in Q4. But upside momentum remains greater for commercial plays, while defense stocks are stable, defensive cash redeployment vehicles.

This is sort of an ongoing dialogue, but for the moment investors are pleased with these numbers, given where their head was. Profits were good, cash was great, and the guidance was good.

Execution is the story. It's not just what the orders are. It's what you can make out of them.

Profits were good, cash was great, and the guidance was good.

It's like doing a total 180. It's like saying: 'Everything I've done in my career until now has been wrong.

I think under other circumstances it's possible this is something the board might have overlooked,

I assume part of it has to do with the budget.

I would guess you're not going to see a lot of folks announce orders during this period for Boeing products.

Versus the positions as we went into the strike, Boeing certainly looks like they did give more, ... would cost both sides more, so getting it settled earlier is definitely better.

This is an area where you could say the performance appears not to have been great. Someone in the Army or the company should have figured out what the requirements were.

There's probably going to be more money coming to the industry, but it's difficult to put precise numbers on it right now.

Funding for weapons has been moving up for four years. This creates momentum for bigger numbers in the future.

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